PPrivate Fund Data Log in Join · $37/mo

Haley Jo Modlin

PrincipalFinancial Symmetry IncorporatedCRD 7212588

About Haley Jo Modlin

Haley Jo Modlin is listed as Principal at Financial Symmetry Incorporated in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Financial Symmetry Incorporated
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Haley Jo Modlin work?

Haley Jo Modlin is listed as Principal at Financial Symmetry Incorporated on SEC Form ADV.

How much of Financial Symmetry Incorporated does Haley Jo Modlin own?

Form ADV reports a beneficial ownership band of Under 5%.

Financial Symmetry Incorporated

TitlePrincipal
OwnershipUnder 5%
Control personYes
Since2022
View Financial Symmetry Incorporated →